Table of contents

• Abstract 
• Step-by-step: Creating a Template

Abstract 

As part of the setup admin role, templates need to be created to enable users to create ILAP exchange agreements (IEAs).

Step-by-step: Creating a Template

1. Go to the Templates page from the Setup Menu and click on the button: “+ New template”.

        The “Templates” page with the Setup menu and the “+ New template” button highlighted.

2. The '“New template” pop-up window shows that there are 2 steps. In the first step you give the Template a descriptive title. Optionally, you can also give the Template labels. Click “Next step” to continue.

        Step 1 of the New template wizard: Template info.

3. In the second step, ILAP Terms can be added. Browse the table or use the filter and search functions to find the ILAP terms that you need. Use the checkbox in front of the rows to select and deselect ILAP Terms. To get a preview of your template, turn on the “View selected only” toggle. When you are done, click “Create”.

        Step 2 of the New template wizard: Add ILAP Terms. 

        Step 2 of the New template wizard: Add ILAP Terms, with “View selected only” turned on.

4. Your Template is created but is some cases you have selected ILAP terms that have Content control on Template level, and it might be desired to Define content control. Read more about this in this article.

        The Template viewer where the user is navigated to upon creating a Template.